China Vanke Placement - A Placement Was Expected, Unclear if It Was This One
China Vanke aims to raise around US$500m in its H-share primary placement. In this note, we will talk about the placement and run the deal through...
393 Views
Onewo Space-Tech Pre-IPO - The Negatives - Acquisition Led Growth, Related Party, Margin Issues
Onewo Space-Tech aims to raise around US$2bn in its Hong Kong IPO. OST is a property management service provider owned by Vanke. In this note, we...
387 Views
AVIC - Let's All Go To The Yard Sale
Ongoing restructuring and events suggest it is too early to call time on Avic International Holdings Ltd (161 HK), despite a 116% gain since the...
422 Views
No more insights